Advisory Senior Manager – UHNW Private Client Services

Lever, Inc.; San Francisco (CA); Hybrid; USD 110,000 - 140,000; Full time

Job summary

BPM is a forward-thinking, full-service accounting firm offering assurance, tax and consulting services. Our Business & Outsourcing Services team delivers outsourced accounting, cash flow modeling, and financial reporting for private and owner-run companies worldwide.

We value a people-centered culture, flexible work, and opportunities to lead and mentor teams. The role calls for CPA, a strong accounting background, and experience with family-owned businesses and UHNW clients.

Qualifications

• CPA license and active in good standing.
• BS/BA in Accounting or Finance.
• Minimum 7 years’ experience across public accounting and industry.
• 3–5 years in family-owned business or UHNW environments preferred.
• Experience with data conversions, interfaces and ERP integrations.
• Experience with multiple entity accounting and trusts preferred.
• Strong leadership, mentoring and client-facing communication.
• Excellent written and verbal communication skills.
• Strong analytical and independent research abilities.

Responsibilities

• Lead accounting advisory for private and family-owned businesses.
• Model cash flow, prepare financial reports, and assist with financing.
• Support succession planning and M&A integration projects.
• Provide risk assessment and process optimization recommendations.

Skills

Leadership

Communication

Mentoring

Problem solving

Professionalism

Adaptability

Education

CPA license

Accounting/Finance degree

Tools

QuickBooks

Intacct

NetSuite

ERP systems

Bill.com

Expensify

RAMP

Brex

Job description

BPM Overview

What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.

BPM stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Accounting Advisory Overview:

BPM’s Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsourced accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.

We Have:

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
• The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
• A regional presence in the Bay Area, while still serving our clients nationally and internationally.
• Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.

You Have:

• An active CPA license.
• BS/BA degree in Accounting or Finance.
• Minimum 7 years’ experience between both public accounting and industry as part of an accounting function.
• Minimum3-5 yearsrelated experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals
• Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
• Experience with multiple entity accounting – some experience with Trusts (revocable, Irrevocable, Grantor, Non-Grantor), Single member LLCs, LPs, Partnerships Interests is preferred but not mandatory
• Experience with Insurance renewals, bill pay (RAMP, Bill.com, Brex, Expensify and similar tools)
• Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages.
• Demonstrated management experience with increasing levels of responsibility.
• Experience developing and mentoring junior level staff.
• Strong operational and technical accounting background, including ability to research complex technical accounting issues independently.
• Professionalism and discretion in interacting with firm leadership and client executives.
• Strong presentation skills with the ability to address both executive and technical level audiences.
• Excellent verbal and written communication skills with strong attention to detail.
• High energy, enthusiasm and an entrepreneurial spirit!

$110,000 - $140,000 a year

The Salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location & qualifications.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.